Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.49
|
0.72
|
0.72
|
7.33
|
-1.08
|
2.08
|
2.08
|
Composite (Net)
|
1.47
|
0.64
|
0.64
|
7.01
|
-1.44
|
1.70
|
1.70
|
Benchmark
|
1.21
|
0.05
|
0.05
|
5.59
|
-1.58
|
1.31
|
1.31
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.
Calendar year
Calendar year
2023
|
2022
|
2021
|
2020
|
2019
|
|
---|---|---|---|---|---|
Composite
|
9.92
|
-15.28
|
-0.81
|
8.81
|
7.53
|
Benchmark
|
8.68
|
-14.22
|
-0.95
|
7.78
|
7.19
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.